Civic Intelligence

Project Management Institute Austin Chapter

990 • Fiscal year 2016 • EIN 74-2636247

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

3267 Bee Caves RdAustin, TX 78746

(512) 943-2764

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-9.2%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-5.5%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-8.1%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$478,704

Down $27,978 (-5.5%) from 2015

Net Assets

Down

$478,604

Down $28,078 (-5.5%) from 2015

Liabilities

Up

$100

Up $100 from 2015

Revenue

Down

$303,880

Down $26,836 (-8.1%) from 2015

Expenses

Up

$331,958

Up $71,385 (+27%) from 2015

Net Income

Down

-$28,078

Down $98,221 (-140%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $308,884Liabilities 2011: $0Net Assets 2011: $308,8842011Assets 2012: $347,388Liabilities 2012: $0Net Assets 2012: $347,3882012Assets 2013: $396,279Liabilities 2013: $0Net Assets 2013: $396,2792013Assets 2014: $436,539Liabilities 2014: $0Net Assets 2014: $436,5392014Assets 2015: $506,682Liabilities 2015: $0Net Assets 2015: $506,6822015Assets 2016: $478,704Liabilities 2016: $100Net Assets 2016: $478,6042016Assets 2017: $496,420Liabilities 2017: $8,907Net Assets 2017: $487,5132017Assets 2018: $409,081Liabilities 2018: $0Net Assets 2018: $409,0812018Assets 2019: $419,234Liabilities 2019: $358Net Assets 2019: $418,8762019Assets 2020: $435,288Liabilities 2020: $546Net Assets 2020: $434,7422020Assets 2021: $459,233Liabilities 2021: $5,323Net Assets 2021: $453,9102021Assets 2022: $430,075Liabilities 2022: $1,178Net Assets 2022: $428,8972022Assets 2023: $461,381Liabilities 2023: $3,706Net Assets 2023: $457,6752023Assets 2024: $486,343Liabilities 2024: $434Net Assets 2024: $485,9092024

Highlighted filing

2016

Assets$478,704
Liabilities$100
Net Assets$478,604

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $254,0042011Expenses 2012: $216,7272012Revenue 2013: $295,728Expenses 2013: $246,837Net Income 2013: $48,8912013Revenue 2014: $306,515Expenses 2014: $266,255Net Income 2014: $40,2602014Revenue 2015: $330,716Expenses 2015: $260,573Net Income 2015: $70,1432015Revenue 2016: $303,880Expenses 2016: $331,958Net Income 2016: -$28,0782016Revenue 2017: $258,191Expenses 2017: $249,282Net Income 2017: $8,9092017Revenue 2018: $341,792Expenses 2018: $420,323Net Income 2018: -$78,5312018Revenue 2019: $375,126Expenses 2019: $365,578Net Income 2019: $9,5482019Revenue 2020: $130,608Expenses 2020: $114,742Net Income 2020: $15,8662020Revenue 2021: $114,793Expenses 2021: $95,625Net Income 2021: $19,1682021Revenue 2022: $140,383Expenses 2022: $165,396Net Income 2022: -$25,0132022Revenue 2023: $230,814Expenses 2023: $202,036Net Income 2023: $28,7782023Revenue 2024: $237,465Expenses 2024: $209,231Net Income 2024: $28,2342024

Highlighted filing

2016

Revenue$303,880
Expenses$331,958
Net Income-$28,078
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$303,880
Mission and Program Overview

Mission

Promotion of project management

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$305,775$277,636▼ $28,139
Savings and Temporary Cash Investments$200,907$201,068▲ $161
Total Assets$506,682$478,704▼ $27,978
Liabilities
Other Liabilities-$100-
Total Liabilities$0$100▲ $100
Net Assets / Fund Balance
Unrestricted Net Assets$506,682$478,604▼ $28,078
Total Net Assets Fund Balance$506,682$478,604▼ $28,078
Total Liabilities and Net Assets / Fund Balance$506,682$478,704▼ $27,978
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nusrat SheraliBooth Chair
Lorrie SchuttChair of Spe
Martha EvertPresident
C Benjamin AnyachoPresident-el
Geoffrey W WestDirector of
Holly M ButlerDirector of
Julie Gamez MillerDirector of
Rosann BatemanDirector of
Tien TranDirector of
Stanzi KratelDirector of Comm
Erin InksDirector of Commu
Louis RobanDirector of Oppor
Gabe GoldsteinDirector of Vendo
Cindy BeauchampBookkeeper
Joane RylanderEditor
Melissa HiseroteEvent Liaiso
Bala BeddhannanLiaison Pmie
Heather SummersLunch N Lear
Laura JohannsonMarketing Ch
Akshay TripathiMarketing Vo
Jade AdemiluyiMarketing Vo
Tooran KhoshMarketing Vo
Michael GarciaMeeting Reg
Grisel Del HierroMembership C
Christopher RobbinsMentoring Pr
Heather HallPast Preside
Candy Walser BerryPds Event Ch
Vet ThomsPds Voluntee
Luis PorcayoSocial Media
Carolyn J CarsonTreas/sec/VP
Pramood HagalwadiVolunteer Ch
Erika ShepherdVP Membershi
Ken JonesVP of Educat
Venkatesh JadhavVP of Market
Connie HesterVP of Prof D
Gerardo MartinezWebmaster Ch
Revenue and Support

Revenue Composition

Contributions and Grants
$4,270
Program Service Revenue
$299,449
Investment Income
$161
Other Revenue
$0
All Other Contributions
$4,270
Change in Net Assets
$-28,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$331,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$227,002
Advertising---$15,538
Office Expenses---$13,916
Fees for Services Accounting---$8,593
All Other Expenses---$1,213
Other Expenses---$1,000
Total Functional Expenses$0$0$0$331,958
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Chase Ink Credit Card$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is emailed to board members for approval prior to submission to the irs. The treasurer sends the draft form 990 to the board via email, and thereafter it is reviewed at a board meeting that is held prior to the filing date of the tax return.

Form 990, Page 6, Part VI, Line 12C

The organization monitors and enforces conflict of interest policy twice a year. One review of conflicts of interest takes place at the annual transition meeting, and another when the paperwork is signed.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Project Management Institute
EIN
74-2636247
Phone
5129432764
Address
3267 BEE CAVES RD, AUSTIN, TX 78746

Signing Officer

Name
Martha Evert
Title
President
Phone
5125899362
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Evert
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
55

Preparer

Firm
Gindler Chappell Morrison & Co Pc
Address
100 E ANDERSON LANE STE 250, AUSTIN, TX 78752
Preparer
Derek Kirby
Phone
5128339600
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-EL
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR OF SPE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEMBERSHI
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBERSHIP C
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt8VOLUNTEER CH
IRS990/Form990PartVIISectionAGrp/TitleTxt9MENTORING PR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEETING REG
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOOTH CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13WEBMASTER CH
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF MARKET
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR OF OPPOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIR OF VENDO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIR OF COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIR OF COMMU
IRS990/Form990PartVIISectionAGrp/TitleTxt19EVENT LIAISO
IRS990/Form990PartVIISectionAGrp/TitleTxt20MARKETING VO
IRS990/Form990PartVIISectionAGrp/TitleTxt21SOCIAL MEDIA
IRS990/Form990PartVIISectionAGrp/TitleTxt22MARKETING CH
IRS990/Form990PartVIISectionAGrp/TitleTxt23MARKETING VO
IRS990/Form990PartVIISectionAGrp/TitleTxt24MARKETING VO
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP OF EDUCAT
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt27TREAS/SEC/VP
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOOKKEEPER
IRS990/Form990PartVIISectionAGrp/TitleTxt30VP OF PROF D
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR OF
IRS990/Form990PartVIISectionAGrp/TitleTxt32LUNCH N LEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt33PDS VOLUNTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt34PDS EVENT CH
IRS990/Form990PartVIISectionAGrp/TitleTxt35LIAISON PMIE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0303880
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0161
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0161
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTION OF PROJECT MANAGEMENT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0506682
IRS990/NetAssetsOrFundBalancesEOYAmt0478604
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt013916
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0PMI LEADERSHIP CONFERENCE
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2BOARD DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/TotalAmt049035
IRS990/OtherExpensesGrp/TotalAmt18232
IRS990/OtherExpensesGrp/TotalAmt27429
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/OtherLiabilitiesGrp/EOYAmt0100
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARTHA EVERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS AND EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORS/MEMBER BENEFITS
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0202697
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt194269
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22483
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0202697
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22483
IRS990/ProgSrvcAccomActy2Grp/Desc0ELEVEN MONTHLY CHAPTER MEETINGS WERE HELD WITH120-200 ATTENDEES AT EACH MEETING. PROFESSIONAL DEVELOPMENT UNITS WERE OFFERED, HALF HOUR FOR CHAPTER MEETINGS, AND TWO HOUR CREDITS FOR PRESENTATIONS. EIGHT LUNCH AND LEARN MEETINGS WERE HELD WITH13-30 ATTENDEES AT EACH MEETING. A PROFESSIONAL DEVELOPMENT UNIT WAS OFFERED FOR ONE HOUR.
IRS990/ProgSrvcAccomActy3Grp/Desc0FOUR PROFESSIONAL CERTIFICATION SESSIONS LASTING 40 HOURS EACH WERE HELD FOR UP TO 76 STUDENTS IN TOTAL.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07751
IRS990/PYInvestmentIncomeAmt0191
IRS990/PYOtherExpensesAmt0260573
IRS990/PYProgramServiceRevenueAmt0322774
IRS990/PYRevenuesLessExpensesAmt070143
IRS990/PYTotalExpensesAmt0260573
IRS990/PYTotalRevenueAmt0330716
IRS990/ReconcilationRevenueExpnssAmt0-28078
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200907
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0201068
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHASE INK CREDIT CARD
IRS990ScheduleD/TotalLiabilityAmt0100
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS EMAILED TO BOARD MEMBERS FOR APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE TREASURER SENDS THE DRAFT FORM 990 TO THE BOARD VIA EMAIL, AND THEREAFTER IT IS REVIEWED AT A BOARD MEETING THAT IS HELD PRIOR TO THE FILING DATE OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND ENFORCES CONFLICT OF INTEREST POLICY TWICE A YEAR. ONE REVIEW OF CONFLICTS OF INTEREST TAKES PLACE AT THE ANNUAL TRANSITION MEETING, AND ANOTHER WHEN THE PAPERWORK IS SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0506682
IRS990/TotalAssetsEOYAmt0478704
IRS990/TotalAssetsGrp/BOYAmt0506682
IRS990/TotalAssetsGrp/EOYAmt0478704
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04270
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0331958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0100
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.00$4.86$2.37$2.09$0.28
2023Summary only. Only limited summary data is available for this year.$4.61$0.04$4.58$2.31$2.02$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.01$4.29$1.40$1.65$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.05$4.54$1.15$0.96$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.01$4.35$1.31$1.15$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.00$4.19$3.75$3.66$0.10
2018Summary only. Only limited summary data is available for this year.$4.09$0.00$4.09$3.42$4.20$0.79
2017Summary only. Only limited summary data is available for this year.$4.96$0.09$4.88$2.58$2.49$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$3.04$3.32$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$3.31$2.61$0.70
2014Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$3.07$2.66$0.40
2013Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$2.96$2.47$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$2.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits